Jeffrey Wolf has been actively involved in the field of financial planning since he graduated from Bucknell University. He has a passion for helping individuals, professionals and business owners plan for their retirement through means of asset accumulation planning. Through the application of the Dynasty Advisors financial planning process, he helps his clients develop and implement a plan to work towards their financial goals.
With a financial game plan for life, Jeff helps to keep his clients motivated and focused on what they need to do to stay on track to reach their objectives.
Bucknell University – Bachelor of Business Administration – Cum Laude
Professional Designations, Affiliations, Licenses and Registrations
Series 7, 63, and 66 Securities Registrations
Life, Health and Accident Insurance Licenses